CXSE vs JEPI

ACXSE

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · JEPI $14,322

Lowest cost0.32%CXSE · $32 on $10k

Most income7.96%JEPI · $796 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%CXSE and JEPI

CXSE

JEPI

WisdomTree China ex-State-Owned Enterprises Fund · $372MJPMorgan Equity Premium Income ETF · $46.0B

+4.8%3 years · per year$11,524 · $14,201+12.4%

−9.7%5 years · per year$6,010 · $14,322+7.4%

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

2.21%12-mo yield$221 · $796 on $10k7.96%

−26.6%Worst dropSmaller wins−6.7%

20.3%VolatilityLower wins7.9%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCXSE · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACXSE	WisdomTree China ex-State-Owned Enterprises FundRead Desk	0.32%	2.21%	−0.8%	−21.1%	−24.7%	+4.8%	−9.7%	−26.6%	$372M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACXSE	WisdomTree China ex-State-Owned Enterprises FundRead Desk	0.32%	2.21%	−0.8%	−21.1%	−24.7%	+4.8%	−9.7%	−26.6%	$372M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CXSE vs JEPI

CXSE

WisdomTree China ex-State-Owned Enterprises Fund

$6,010

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureCXSEJEPI

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield2.21%7.96%

5 years, per year−9.7%+7.4%

3 years, per year+4.8%+12.4%

Worst drop · 1Y−26.6%−6.7%

Volatility · 1Y20.3%7.9%

5–1measures won
JEPI first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: CXSE, JEPI, SMH

Today

7.3%most shared, JEPI and SMH

CXSEJEPISMH

CXSE—0.0%0.0%

JEPI0.0%—7.3%

SMH0.0%7.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

CXSE$221 − $32 = $189

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee